See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,235 | $98,240+35.6% | $82,313+61.9% | $147,584-9.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.49% | 30.85%-16.4pp | 25.88%-11.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $6,616 | $3,192+107.3% | $2,428+172.4% | $4,876+35.7% |
| Participant deferral / active EE | $5,607 | $4,383+27.9% | $3,706+51.3% | $5,439+3.1% |
| Admin fee / account holder | $31 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |